SmarterPath calculates an optimized and precise financial plan based on inputting tax law, market expectations, and user goals into an optimization engine.
Traditional or Roth? 401k, IRA, or Taxable? We’ll tell you exactly how much to put into each type of account, and alert you if we can help accelerate your progress.
Our vision is to make financial planning accessible to everyone. We want to help you maximize your financial potential and help you reach your goals as quick as possible.